Lee Conrad is a former senior editor of Employee Benefit News and Employee Benefit Adviser, and a former editor of Bank Investment Consultant.
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How employers can help women avoid the ‘daughter tax’
Women take on the majority of caregiving responsibilities for aging parents, often putting their financial futures at risk.
Why some advisors prefer HSAs over IRAs for retirement savings
At face-value, HSAs are for short-term medical expenses, but advisors suggest paying out of pocket to maximize HSA funds for investing and tax-free growth.
5 ways advisors can get more out of HSAs
Advisors suggest multiple ways that clients can maximize the triple tax advantages of health savings accounts (HSAs) while avoiding penalties.
401(k) convos give advisors inroads with next-gen clients
If wealth management clients have children who are recent college graduates, pointing them in the right direction on their first 401(k)s helps build strong connections with two generations.
Employer health plans leave many workers skipping needed care due to costs
Paytient study finds many insured employees delay care due to cost pressures, highlighting challenges for employers and benefit plan design.